About UDA Insurance Tracking for Contacts

Accidents and unforeseen circumstances can occur at any time, and you need to protect yourself from undue financial liability. By tracking certificates such as insurance, licenses, and bonds for all of your project resources, you are building in an extra layer of security for you and your company.

UDA Insurance Tracking gives you the ability to enter certificates for your company, projects, and subcontractors, ensuring that your company is always protected.

For each certificate, you can enter a Type, Expiration Date, Policy Number, Amount, Agency, Classification, and Contact - putting the information you need at your fingertips.

And, by storing an expiration date, you will be notified of any certificates that are about to expire, so you can be sure that the protection spans the entire length of your project.

& NOTE: UDA Insurance Tracking also works in conjunction with UDA Resource Allocation in Estimating and Scheduling. For more information, see Assigning Resources in Estimating and/or Assigning Resources in Scheduling.

Get started with UDA Insurance Tracking for Contacts:

& NOTE: UDA Insurance Tracking is available in Premier versions and above.